Financial Planning for Generation X & Y Women
  
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Wi$eUp Experts

Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.

On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.

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Michelle Beneski, Esq.
Attorney
The Medicaid/Estate Planning Law Firm

Areas of Expertise:

  • Budgeting
  • Calculating future needs
  • Life stage financial planning
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Bio:
Michelle D. Beneski, Esq. is a partner at the family owned and operated law firm Surprenant & Beneski, P.C. Michelle practices with her father, Attorney Robert L. Surprenant. They concentrate in the area of elder law and estate planning. Michelle concentrates her practice in Medicaid and Tax planning.

Michelle is a graduate of Fitchburg State College, (B.S. Cum Laude), Pepperdine University School of Law (J.D.), and University of Florida, College of Law Graduate Tax Program (LLM in Taxation). She is licensed in Massachusetts and Connecticut and practices in the areas of Estate Planning and Medicaid Planning.

Before joining her father, Michelle worked for six years as a tax manager and senior manager for two different big 4 Accounting firms. She also worked as a tax attorney lobbying business tax issues for the Connecticut Business and Industry Association.

Attorney Beneski is the past 2005 co-chair of the, Alzheimer’s Partnership of S.E. Massachusetts, a member of the National Academy of Elder Law Attorneys, a member of Wealth Counsel, a Past Director of the Bristol County Estate Planning Council, a member of the Massachusetts Senior Action Council, the University of Massachusetts Gerentological Society, the Bristol Networking Group and a Girl Scout Troop leader for the past 6 years. She is a lecturer on elder law issues, co-author of The Southeastern Massachusetts Nursing Home Guide and also writes for Elder Law Today.
 
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